1,362 hedge funds and large institutions have $26.3B invested in Shell in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 482 increasing their positions, 500 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
-26
Holders Change %
-1.87%
% of All Funds
18.25%
Holding in Top 10
19
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-32.14%
% of All Funds
0.25%
New
105
Increased
482
Reduced
500
Closed
101
Calls
$1.08B
Puts
$468M
Net Calls
+$609M
Net Calls Change
+$146M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
726
Cozad Asset Management
Illinois
$560K -$43K -610 -7%
CT
727
Clearstead Trust
Maine
$560K -$7.89K -112 -1%
BGAI
728
Bruce G. Allen Investments
Colorado
$559K +$12.5K +177 +2%
SIMG
729
Sonora Investment Management Group
Arizona
$558K +$85.4K +1,213 +18%
GI
730
GAMMA Investing
California
$558K +$152K +2,156 +37%
PIM
731
Pullen Investment Management
Florida
$556K -$40.6K -577 -7%
WIA
732
World Investment Advisors
California
$553K -$106K -1,500 -16%
WF
733
Welch & Forbes
Massachusetts
$552K
BHPW
734
Beverly Hills Private Wealth
California
$551K -$23.3K -331 -4%
LSIA
735
LaSalle St. Investment Advisors
Illinois
$549K -$20K -284 -4%
CAM
736
Councilmark Asset Management
Tennessee
$547K
DP
737
Dearborn Partners
Illinois
$546K +$1.55K +22 +0.3%
MA
738
MONECO Advisors
Connecticut
$540K +$6.41K +91 +1%
VVP
739
Venture Visionary Partners
Ohio
$540K +$282 +4 +0.1%
AGC
740
Aspen Grove Capital
Colorado
$539K -$3.8K -54 -0.7%
ECM
741
Estabrook Capital Management
New York
$536K -$2.82K -40 -0.5%
ADMI
742
Albert D. Mason Inc
Massachusetts
$532K +$11.2K +159 +2%
RMDI
743
R.M. Davis Inc
Maine
$530K -$175K -2,482 -25%
MWM
744
Mattern Wealth Management
Kansas
$529K +$8.45K +120 +2%
MPI
745
Mairs & Power Inc
Minnesota
$528K
FI
746
Fractal Investments
Connecticut
$528K +$528K +7,500 New
PL
747
Plancorp LLC
Missouri
$527K -$1.48K -21 -0.3%
VDI
748
Vaughan David Investments
Illinois
$523K +$87.2K +1,239 +20%
BCM
749
Bayesian Capital Management
New York
$521K +$521K +7,400 New
SCM
750
Schnieders Capital Management
California
$518K -$338K -4,800 -39%